Position in USGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,433
+$16,432 QoQ
Shares Held
1,413
+1452.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in USGO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026CWM, LLC holds $11,140,542 across 24 Other Industrial Metals & Mining names. USGO ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
89,928 | $8,389,383 | |
| 2 | BHP |
BHP Group Ltd
|
12,746 | $927,144 | |
| 3 | MTRN |
MATERION Corp
|
3,883 | $561,675 | |
| 4 | MP |
MP Materials Corp. / DE
|
5,053 | $243,857 | |
| 5 | CRML |
Critical Metals Corp.
|
25,386 | $201,564 | |
| 6 | VALE |
Vale S.A.
|
11,315 | $180,021 | |
| 7 | SLI |
Standard Lithium Ltd.
|
46,137 | $157,327 | |
| 8 | USAR |
USA Rare Earth, Inc.
|
7,434 | $112,513 |
All Filings in USGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,433 | 1,413 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1 | 91 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1 | 42 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||